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Original filing (PDF)20251008115111NAL0002973139001
CARGILL, INCORPORATED
Form 5500
FILING_RECEIVED
THE CARGILL PARTNERSHIP PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
26,979
Accounts w/ balance
42,541
Plan assets (EOY)
$8.9B
Net assets (EOY)
$8.9B
How this plan invests
This plan
20 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARGILL, INCORPORATED.
Plan sponsor
Name
CARGILL, INCORPORATED
EIN
41-0177680
Address
15407 MCGINTY RD. W. · MS 85 · WAYZATA, MN · 55391
Phone
(877) 366-9696
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $2.5M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $821K | — |
| NEPC LLC | 26-1429809 | — | NONE | $161K | — |
| KPMG LLC | 13-5565207 | — | NONE | $111K | — |
| FRANCIS LLC | 90-0142264 | — | NONE | $9K | — |
Investments
12 direct securities · 20 pooled funds· $9.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$5.6B
20 holdings
Uncategorized
$4.3B
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cargill ESOP Stock Fund | — | — | — | $2.2B | 24.7% | |
| FIDELITY BLUE CHIP GROWTH COMINGLED FIDELITY INVESTMENTS · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $1.4B | 16.0% | |
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.3B | 14.1% | |
| Vanguard Institutional Total International Stock Market Index | — | — | — | $472.9M | 5.3% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $472.9M | 5.3% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $363.2M | 4.1% | |
| VFTC TARGET RET 2045 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $331.5M | 3.7% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $302.6M | 3.4% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $294.3M | 3.3% | |
| VFTC TARGET RET 2035 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $278.5M | 3.1% | |
| T Rowe Price Institutional Sm. Cap Stock Fund: Inst'l CI | — | — | — | $272.1M | 3.1% | |
| JP Morgan Stable Value Fund | — | — | — | $224.9M | 2.5% | |
| COMINGLED PENSION TRUST - STABLE V JP MORGAN CHASE BANK, NA · EIN 26-0463057 / PN 001 | Common Collective Trust | — | — | $224.9M | 2.5% | |
| VFTC TARGET RET 2025 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $208.6M | 2.3% | |
| PIMCO Total Return Fund Collective Trust; Class II | — | — | — | $166.7M | 1.9% | |
| PIMCO TTL RET FUND COLLE TR CL N PIMCO FUNDS · EIN 33-0434021 / PN 001 | Common Collective Trust | — | — | $166.7M | 1.9% | |
| VFTC TARGET RET 2055 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $148.8M | 1.7% | |
| VFTC TARGET RET 2030 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $145.3M | 1.6% | |
| VFTC TARGET RET 2050 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $131.7M | 1.5% | |
| VFTC TARGET RET 2040 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $117.7M | 1.3% | |
| Vanguard Brokerage Option | — | — | — | $103.8M | 1.2% | |
| Vanguard Institutional External Market Index Trust | — | — | — | $92.7M | 1.0% | |
| VFTC INSTNLL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $92.7M | 1.0% | |
| VFTC TARGET RET INCOME TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $77.9M | 0.9% | |
| Vanguard Inflation-Protected Securities Fund: Inst'l Shares | — | — | — | $76.4M | 0.9% | |
| VFTC TARGET RET 2060 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $73.3M | 0.8% | |
| VFTC TARGET RET 2020 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $58.8M | 0.7% | |
| Participant loans, interest rates of 3% to 9.5%, maturing through November 19, 2029 | — | — | — | $43.7M | 0.5% | |
| VFTC TARGET RET 2065 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $23.3M | 0.3% | |
| American Funds EuroPacific Growth Fund; Class R-6 | — | — | — | $8.8M | <0.1% | |
| VFTC TARGET RET 2070 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $2.4M | <0.1% | |
| PIMCO TTL RET FUND COLLE TR CL II PIMCO FUNDS · EIN 33-0434032 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |